Auto stocks rise up to 6% ahead of GST council meeting. Tata Motors, Maruti, M&M defy weak August sales

Auto shares rallied as a lot as 6% on Monday forward of the all vital two-day GST council assembly that begins on Wednesday, September 3. Sectorally, auto trumped its friends with the Nifty Auto index ending the day with 2.8% uptick. All of the 15 shares settled within the inexperienced. The constructive sentiments helped shares sail by way of regardless of lackluster August auto gross sales numbers in most of the main passenger automobile makers.

Tube Funding of India was the highest gainer within the pack, rising 6.4% right now and was adopted by Exide Industries and Samvardhana Motherson Worldwide which have been up 4%, every.

Two-wheeler main Bajaj Auto shares surged 4% to complete the session at Rs 346.50. The corporate posted a 5% YoY development in gross sales within the reported month at 4,17,616 models versus 3,97,804 models within the yr in the past interval.

In the meantime, Mahindra & Mahindra (M&M) shares rallied 3.5% regardless of reporting a 1% YoY decline in complete gross sales at 75,901 models in August. Likewise, Tata Motors shares rose over 3% to finish at Rs 689.70 regardless of the corporate reporting a 2% year-on-year drop in home gross sales numbers at 68,482 models. On a month-on-month foundation complete passenger automobiles (PVs) witnessed a 3% drop to 43,315 models in August 2025.

India’s largest passenger automotive maker Maruti Suzuki settled with an uptick of 0.5%. The corporate bought 180,683 models in August 2025 versus, down from 181,782 models within the yr in the past interval.

Different Nifty Auto constituents viz. Hero MotoCorp, Eicher Motors, MRF, TVS Motor Firm, Bosch, Balkrishna Industries, Bharat Forge and Ashok Leyland noticed their share costs enhance between 3% and 0.8%.Royal Enfield maker Eicher Motors noticed a stellar gross sales uptick of 55% in August 2025 at 1,14,002 models versus 73,629 models within the yr in the past interval. TVS additionally reported a month-to-month gross sales of 509,536 models in August 2025 with a development of 30% as in opposition to 391,588 models within the month of August 2024. The high-powered GST Council assembly chaired by Finance Minister Nirmala Sitharaman on September 3-4 shall be keenly watched by the Avenue. Any growth on the two-slab taxation regime may act as a market set off. The development has been seen in auto and consumption shares which might be being seen as prime beneficiaries of the reform. These sectors have been prime performers in August which was in any other case a lackluster month for market individuals.

Nifty Auto has been the most effective performing sector in August with index returns of 10% up to now one month.

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